Original filing (PDF)20240726121653NAL0034268658001

TIMOTHY R. BURGISS, D.D.S.

Name: TIMOTHY R. BURGISS, D.D.S. — TIMOTHY R. BURGISS, D.D.S. 401 (K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: TIMOTHY R. BURGISS, D.D.S.

Form 5500-SF

FILING_RECEIVED

TIMOTHY R. BURGISS, D.D.S. 401 (K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIMOTHY R. BURGISS, D.D.S..

Plan sponsor

Name

TIMOTHY R. BURGISS, D.D.S.

EIN

56-1487621

Address

PO BOX 70 · UNION GROVE, NC · 28689

Phone

(704) 539-5544

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Offices of Dentists plans

JOHN J. KELLER, D.D.S., P.A.

JOHN J. KELLER, D.D.S., P.A. 401(K) PROFIT SHARING PLAN

$3.0M · 5 participants

UTAH PERIODONTAL SPECIALISTS, INC.

UTAH PERIODONTAL SPECIALISTS, INC. RETIREMENT PLAN

$3.0M · 21 participants

NORFOLK DENTAL GROUP

NORFOLK DENTAL GROUP 401(K) PLAN

$3.0M · 10 participants

V. MATTHEW HEIM, DDS, MS, PC

V. MATTHEW HEIM, DDS, MS, PC 401K PROFIT SHARING PLAN

$3.0M · 10 participants

WILLIAM L.FARR D.D.S. INC. DBA ROCKY RIVER DENTAL ASSOCIATES